Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.3M
- Life$834K
- Short-term disability$834K
- Long-term disability$834K
- Other$834K
- Dental$373K
- +1 more
Sponsor portfolioTH
SANCTUARY WEALTH GROUP, LLC
EIN 47-2336833financial servicesLatest filing 2025
Plans
2
Retirement
1
$19.9M assets
Welfare
1
$7.6M premiums
Participants
756
3815 RIVER CROSSING PKWY STE 200 - INDIANAPOLIS, IN 462407758317-975-7729sanctuarywealth.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.6M premiums / 824 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- ANTHEM LIFE INSURANCE COMPANY83%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA11%
- DELTA DENTAL OF CALIFORNIA6%
Broker market share
Schedule A broker compensation
89%top
- ENROLLEASE89%
- TOTALIS BENEFITS11%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SANCTUARY WEALTH GROUP, LLC 401(K) RETIREMENT PLAN
401k
Assets$19.9M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SANCTUARY WEALTH GROUP WELFARE BENEFIT PLAN
Fully Insured - ANTHEM INSURANCE COMPANIES, INC
Premiums$7.6M
Covered lives824
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SANCTUARY WEALTH GROUP, LLC 401(K) RETIREMENT PLAN | 401k | $19.9M | 171 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SANCTUARY WEALTH GROUP WELFARE BENEFIT PLAN | Fully Insured | ANTHEM INSURANCE COMPANIES, INC | $7.6M | 824 | 2025 |
Retirement plans
Welfare plans